Tim Williams signed POLY-Tainer Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
POLY-Tainer Inc.'s EIN is 95-2687185.
Download the official 2024 Form 5500 (PDF) for POLY-Tainer Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)POLY-Tainer Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2030 Fund Asset Allocation Mutual Fund | Other securities | — | — | $1.3M | 16.4% | |
| BlackRock LifePath Dynamic Retirement Fund Asset Allocation Mutual Fund | Other securities | — | — | $1.0M | 12.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $779K | 9.5% | |
| BlackRock LifePath Dynamic 2045 Fund Asset Allocation Mutual Fund | Other securities | — | — | $640K | 7.8% | |
| BlackRock LifePath Dynamic 2035 Fund Asset Allocation Mutual Fund | Other securities | — | — | $604K | 7.4% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $542K | 6.6% | |
| BlackRock LifePath Dynamic 2040 Fund Asset Allocation Mutual Fund | Other securities | — | — | $464K | 5.7% | |
| Fully benefit-responsive investment contract * Principal Fixed Income Guaranteed Option Guaranteed interest contract | Other securities | — | — | $458K | 5.6% | |
| American Century Small Cap Growth Fund Mutual Fund | Other securities | — | — | $396K | 4.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $381K | 4.7% | |
| Janus Henderson International Alpha Equity Collective Fund Collective Investment Trust | Common Collective Trusts | — | — | $300K | 3.7% | |
| JANUS HND INT ALP EQ CF CL U GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $300K | 3.7% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $191K | 2.3% | |
| Fidelity Advisor Equity Growth Fund Mutual Fund | Mutual Funds | — | — | $160K | 2.0% | |
| Fidelity Advisor Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $132K | 1.6% | |
| Lazard Emerging Markets Equity Advantage Fund Mutual Fund | Other securities | — | — | $126K | 1.5% | |
| BlackRock LifePath Dynamic 2055 Fund Asset Allocation Mutual Fund | Other securities | — | — | $91K | 1.1% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $73K | 0.9% | |
| BlackRock LifePath Dynamic 2050 Fund Asset Allocation Mutual Fund | Other securities | — | — | $61K | 0.8% | |
| BlackRock LifePath Dynamic 2060 Fund Asset Allocation Mutual Fund | Other securities | — | — | $50K | 0.6% | |
| BlackRock LifePath Dynamic 2065 Fund Asset Allocation Mutual Fund | Other securities | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
